Ascensus Appoints Scott Lind as Head of Digital Experience

Who We Are

Ascensus helps more than 8 million Americans save for retirement, college, and healthcare with premier service and technology. With more than 35 years of experience, the firm offers tailored solutions that meet the needs of asset managers, banks, credit unions, state governments, financial professionals, employers, and individuals.

Technology

The true value of collaborating with us comes from our promise to deliver systems and processes that are efficient, innovative, and scaleable.

Expertise

What We Do

You save for the things you value in life: retirement, college, healthcare. We bring value to these plans by making things easier through intuitive technology, friendly service, and dependable expertise—all at an affordable cost. That’s why millions of Americans trust us with their savings plans.

Retirement Savings

We offer retirement plans through partnerships with top financial institutions, banks, credit unions, and advisors. Working with advisors, we help over 60,000 organizations, from recently conceived startups to well-established brands, offer retirement plans to their employees. Our range of solutions include IRAs, 401(k), Individual(k)™, state-sponsored, SEP and SIMPLE , defined benefit, and cash balance plans.

College Savings

As the leading provider of college savings plans, we help 19 states and the District of Columbia offer college savings plans to families all over the country. Our Unite platform facilitates millions of transactions every year. Our innovative Ugift program allows friends and family to chip in to give their loved ones the gift of a college education.

Health Savings

As the number of high deductible health plans increase, we are here to help financial organizations offer HSAs to families. We also help families understand how to make these accounts a part of their financial wellness strategy. Our premier service and innovative products help families and organizations complete their health savings strategy.

ABLE Savings

Ascensus provides program management and support services for several ABLE programs across the nation. We are proud to help families save for disability-related expenses without impacting eligibility for resource-based benefits. There’s no limit to what people with disabilities can do. Now, that includes saving, too.

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What We Think

Our experts understand the challenges and opportunities facing the retirement, college, healthcare, and ABLE industries. Our vast team of actuarial experts, plan design consultants, and one of the largest in-house ERISA teams provide their thoughts on how to navigate the issues of today.

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Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy.

Before investing in any 529 plan, please consider whether your or the beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in that state’s 529 plan.

When you invest in a 529 plan, you are purchasing municipal securities whose value may vary based on market conditions. Investment returns are not guaranteed, and you could lose money by investing in a 529 plan. Account owners assume all investment risks as well as responsibility for any federal and state tax consequences.

The availability of tax advantages or other benefits may be contingent on meeting other requirements. Please consult your financial, tax, or other advisors to learn more about how state-based benefits and limitations would apply to your specific circumstance. You may also contact your home state’s 529 plan(s), or any other 529 plan, to learn more about those plans’ features, benefits and limitations.